Interact to see
Advertisement
Advertisement
DLHAX vs FBTAX
DLHAX vs FBTAX Comparison
Open Charts DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLHAX vs. FBTAX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DLHAX is a Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. DLHAX (803M). DLHAX pays higher dividends than FBTAX: DLHAX (2.23) vs FBTAX (0.99). DLHAX was incepted earlier than FBTAX: DLHAX (19 years) vs FBTAX (26 years). DLHAX (1.26) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. DLHAX (4.00). DLHAX (6%) and FBTAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than DLHAX: FBTAX (0) vs DLHAX (1000). FBTAX annual gain was more profitable for investors over the last year : 70.51 vs. DLHAX (21.82). FBTAX return over 5 years is better than : 59.32 vs. DLHAX (5.35).
| DLHAX | FBTAX | DLHAX / FBTAX | |
| Total Expense Ratio | 1.21 | 0.96 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 0.96 | 131% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 12.462 | 34.802 | 36% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 2.2B | 37% |
| Annual Yield % from dividends | 2.23 | 0.99 | 226% |
| Returns for 1 year | 21.82 | 70.51 | 31% |
| Returns for 3 years | 20.22 | 116.70 | 17% |
| Returns for 5 years | 5.35 | 59.32 | 9% |
| Returns for 10 years | 57.56 | 143.78 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVXC | 81.59 | 0.60 | +0.73% |
| Avantis Emerging Markets Ex-Chn Eq ETF | |||
| QCAP | 25.09 | 0.04 | +0.16% |
| FT Vest Nasdaq-100 Cnsrv Buffr ETF - Apr | |||
| CPST | 28.06 | 0.02 | +0.05% |
| Calamos S&P 500 Str Alt Prt ETF-Sep | |||
| TAGG | 41.89 | -0.09 | -0.21% |
| T. Rowe Price QM US Bond ETF | |||
| EFU | 6.75 | -0.11 | -1.63% |
| ProShares UltraShort MSCI EAFE | |||